Going to take profits on DTL to make way for the new Tank ASX300 Model Portfolio inclusion today
Rudy & Rooster
· Rooster Global Portfolio Mastery Club
· May 25, 2026 at 02:38
| Read on Substack ↗
Summary
The author is selling their DTL position to free up capital for a new inclusion in the Tank ASX300 Model Portfolio, indicating a tactical portfolio rotation rather than a fundamental bearish view on DTL.
•The author explicitly states they are taking profits on DTL today.
•The sale is motivated by making room for a new 'Tank ASX300 Model Portfolio' inclusion.
•No further details on the new inclusion or DTL's performance are provided.
Length96 chars
Categoryfinance
Trade Ideas
Rudy & RoosterSubstack author, Rooster Global Portfolio Mastery Club
Author discloses a long position in DTL and plans to sell (take profits) to reallocate capital into a new model portfolio inclusion.